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Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1026
Parkside Financial Bank & Trust
Missouri
$379K +$85.9K +275 +26%
PB
1027
Pinnacle Bancorp
Nebraska
$376K -$18.7K -60 -4%
GWSG
1028
GPS Wealth Strategies Group
Colorado
$375K +$10.3K +33 +3%
GT
1029
Glenview Trust
Kentucky
$373K +$119K +381 +42%
TTWM
1030
TCV Trust & Wealth Management
Virginia
$370K -$4.69K -15 -1%
DY
1031
Dowling & Yahnke
California
$369K +$128K +411 +47%
MFA
1032
Mayflower Financial Advisors
Massachusetts
$366K +$17.5K +56 +5%
AAS
1033
Ameritas Advisory Services
Nebraska
$366K +$40.9K +131 +11%
EF
1034
Empirical Finance
Pennsylvania
$360K +$391K +1,251 New
BDF
1035
Balasa Dinverno & Foltz
$359K +$32.5K +104 +9%
APP
1036
Avantax Planning Partners
Iowa
$357K +$1.87K +6 +0.5%
THWM
1037
Taylor Hoffman Wealth Management
Virginia
$356K – – –
GCAC
1038
Guardian Capital Advisors (Canada)
Ontario, Canada
$354K – – –
EI
1039
Ethic Inc
New York
$353K +$65.9K +211 +21%
DBT
1040
Dubuque Bank & Trust
Iowa
$346K -$312 -1 -0.1%
APW
1041
Aurora Private Wealth
New Jersey
$346K – – –
PFM
1042
Parsec Financial Management
North Carolina
$346K +$22.8K +73 +6%
CSIC
1043
Clifford Swan Investment Counsel
California
$343K +$24.7K +79 +7%
FTA
1044
Financial & Tax Architects
Missouri
$337K -$22.8K -73 -6%
PTC
1045
Petrus Trust Company
Texas
$335K +$364K +1,164 New
CG
1046
Caprock Group
Idaho
$334K +$38.7K +124 +12%
DSC
1047
Duncker Streett & Co
Missouri
$333K -$2.5K -8 -0.7%
MBTD
1048
Mechanics Bank - Trust Department
California
$332K – – –
SEC
1049
Seven Eight Capital
New York
$331K +$360K +1,151 New
BBA
1050
BLB&B Advisors
Pennsylvania
$330K -$7.81K -25 -2%
40 41
42
43 44